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Portfolio (Quarterly) Guide ↗

Optas, LLC

· CIK 0001802961
13F Portfolio $714M AUM 1,058 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 104 New 198 Added 163 Reduced 73 Exited
Page 21 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DB DEUTSCHE BK AG Financial Services 6,777.0 $229K 0.03% +632.0 +10.3% $33.76 +12.0%
402 DOCU DOCUSIGN INC Technology 5,148.0 $229K 0.03% +194.0 +3.9% $44.42 +39.6%
403 VRSN VERISIGN INC Technology 906.0 $228K 0.03% NEW $251.56 +12.0%
404 GLOBUS MED INC 2,883.0 $228K 0.03% NEW $79.01
405 ENTERGY CORP NEW 1,980.0 $227K 0.03% -2K -47.1% $114.86
406 RNG RINGCENTRAL INC Technology 5,832.0 $227K 0.03% NEW $38.98 +71.9%
407 DTE DTE ENERGY CO Utilities 1,488.0 $227K 0.03% NEW $152.37 -11.3%
408 MANH MANHATTAN ASSOCIATES INC Technology 1,626.0 $226K 0.03% NEW $139.25 +54.1%
409 ITT ITT INC Industrials 1,144.0 $226K 0.03% -39.0 -3.3% $197.76 +5.2%
410 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,192.0 $226K 0.03% -4K -32.6% $24.61 -2.6%
411 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,330.0 $226K 0.03% NEW $52.09 -5.1%
412 XEL XCEL ENERGY INC Utilities 2,805.0 $225K 0.03% NEW $80.30 -5.0%
413 RS RELIANCE INC Basic Materials 601.0 $225K 0.03% NEW $373.60 +3.8%
414 EMXF ISHARES TR 3,867.0 $224K 0.03% -1K -26.7% $57.94 -2.2%
415 CBRE CBRE GROUP INC Real Estate 1,658.0 $223K 0.03% +80.0 +5.1% $134.69 +12.9%
416 OGE OGE ENERGY CORP Utilities 4,581.0 $223K 0.03% NEW $48.66 -6.2%
417 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,242.0 $223K 0.03% NEW $99.29 -7.7%
418 ZS ZSCALER INC Technology 1,575.0 $222K 0.03% -2K -50.0% $141.15 +28.8%
419 SNDR SCHNEIDER NATIONAL INC Industrials 6,077.0 $222K 0.03% NEW $36.53 -1.9%
420 ARGX ARGENX SE Healthcare 239.0 $222K 0.03% -3.0 -1.2% $927.77 +12.1%
Page 21 of 25  ·  494 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Financial Services 14.8%
Communication Services 13.9%
Industrials 9.2%
Consumer Cyclical 9.0%
Healthcare 6.9%
Consumer Defensive 3.8%
Utilities 2.4%
Real Estate 2.1%
Basic Materials 1.4%